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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
U.S. Equities - Growth
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
B--
U.S. Small Cap - Growth
21
1.09%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Smead Value Fund Class A
SVFAX
A++
U.S. All Cap - Value
17
1.08%
T. Rowe Price Equity Income Fund
PRFDX
C++
U.S. All Cap - Value
17
0.67%
Vanguard Small-Cap Value Index Fund Institutional Shares
VSIIX
B++
U.S. Small Cap - Value
22
0.08%
T. Rowe Price Spectrum Income Fund
RPSIX
B++
U.S. Large Cap - Value
3
0.69%
Specialty
Cohen & Steers Institutional Realty Shares
CSRIX
B++
U.S. Real Estate
17
0.75%
Global & Intl. Equity
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
A
Emerging Markets
15
0.63%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Other
ENSCO PLC
ESV
Other
0
0%
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